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Innovator S&P Investment Grade Preferred ETF
EPRF
EPRF
35 hedge funds and large institutions have $23.4M invested in Innovator S&P Investment Grade Preferred ETF in 2025 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 15 increasing their positions, 8 reducing their positions, and 3 closing their positions.
New
Increased
Maintained
Reduced
Closed
88% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 8
0% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 3
3% less funds holding
Funds holding: 36 → 35 (-1)
3.63% less ownership
Funds ownership: 31.64% → 28.02% (-3.6%)
27% less capital invested
Capital invested by funds: $32.2M → $23.4M (-$8.79M)
Holders
35
Holders Change
-1
Holders Change %
-2.78%
% of All Funds
0.47%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
15
Reduced
8
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| 1 |
JIP
Jaffetilchin Investment Partners
Tampa,
Florida
|
-$9.95M |
| 2 |
Jane Street
New York
|
-$607K |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$410K |
| 4 |
WPC
White Pine Capital
Bloomington,
Minnesota
|
-$252K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$211K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GEA
26
Glen Eagle Advisors
Kingston,
New Jersey
| $116K | +$92 | +5 | +0.1% |
|
27
Morgan Stanley
New York
| $65.6K | – | – | – |
|
28
Wells Fargo
San Francisco,
California
| $21.2K | +$22K | +1,200 | +120,000% |
|
|
AWM
29
AE Wealth Management
Topeka,
Kansas
| $21.2K | – | – | – |
|
|
HCM
30
Horrell Capital Management
Little Rock,
Arkansas
| $17.4K | – | – | – |
|
|
NL
31
NVWM LLC
Yardley,
Pennsylvania
| $10.1K | – | – | – |
|
|
IA
32
IFP Advisors
Tampa,
Florida
| $9.25K | +$55 | +3 | +0.6% |
|
|
DAM
33
Delta Asset Management
Memphis,
Tennessee
| $1.63K | – | – | – |
|
|
SIS
34
Sound Income Strategies
Ft Lauderdale,
Florida
| $848 | – | – | – |
|
|
DFA
35
DHJJ Financial Advisors
Naperville,
Illinois
| $778 | – | – | – |
|
|
36
Jane Street
New York
| – | -$607K | -33,415 | Closed |
|
|
WPC
37
White Pine Capital
Bloomington,
Minnesota
| – | -$252K | -13,874 | Closed |
|
38
Fidelity Investments
Boston,
Massachusetts
| – | -$3.63K | -200 | Closed |
|